One of my favorite examples of TAM’s irrelevance is Etsy. Early on, our peers were thinking, “How big could arts and crafts possibly be? I go to farmers markets, and maybe two or three people are polishing wooden bowls or selling earrings they’ve made in their free time. How many of those folks are there, and how many will actually use something li... See more
Danny Rimer’s most contrarian, high-conviction opinion
While some funds have traditionally offered a variety of services under the same umbrella, we will likely see much more granular pricing of services being offered via service DAOs, and likely at far better unit economics than funds that offer a bundled set of services under their ‘platform’.
Led by public figures like Michael Pollan, Tim Ferriss, and even Joe Rogan, and leading institutions like Johns Hopkins, NYU, Berkeley, and Imperial College London, therapeutic psychedelics are going mainstream again